2018-01-09T14:46:53-06:00 2017-06-30 010242373 Macpage LLC 30 Long Creek Drive South Portland ME 04106 990 2016-07-01 043350930 University of Southern Maine Foundation UNIV 2077804741 96 Falmouth Street Portland ME 041049300 George N Campbell Jr President & CEO 2077804741 2018-01-09 1 Patrick Nicholas P00289567 2077745701 2018-01-02 66.186.191.122 2018-01-09 15:45:37 ES P 11150771B00293847A18EABB3C95901DBB4ABBFB F3A0354E40537C6948662504B7199FA719D86918 2016 2021-01-29 14:40:06Z George N Campbell Jr 96 Falmouth Street Portland ME 041049300 5218343 0 X www.usm.maine.edu/foundation X 1996 ME Support for the University of Southern Maine. 16 15 0 16 0 0 2867515 4646534 0 0 320753 270154 0 301655 3188268 5218343 1429739 3581818 0 0 0 408334 0 0 246350 216290 146993 1646029 4137145 1542239 1081198 19726704 22360091 0 11747 19726704 22348344 To actively build and steward resources in support of the University of Southern Main's mission of education, research, and public service and to educate the public about the activities and programs of the University of Southern Maine. 0 0 3581818 3581818 301655 Supported the University by transferring scholarship funds for students studying, Science, Technology, Engineering, Health, Education, Music, Nursing and for Students Studying at the Lewiston-Auburn Campus, as well as funds for capital renovations to the Costello Field House. Received donations to assist in supplying the Osher Map Library, housed at the University of Southern Maine, with maps, books, and artifacts. Received several large pledge intentions to create endowments for: an Endowed Chair for Risk Management, Promise Scholarship Fund, and Music Scholarships. Continued to invest endowments prudently and responsibly in order to provide income for scholarships, professorships, staff development and operations which all benefit the University of Southern Maine. 3581818 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Pam Trempe 2077804741 96 Falmouth Street Portland ME 04104 X Edward S McKersie Chair 1.10 X X 0 0 0 Robert Blackwood Treasurer 0.60 X X 0 0 0 Daniel Crewe Director 0.50 X 0 0 0 Cyrus Hagge Director 0.40 X 0 0 0 Todd Chamberlain Director 0.30 X 0 0 0 Rebecca McKinnell Director 0.20 X 0 0 0 Robert H Dodge Director 0.40 X 0 0 0 Christopher Hall Director 0.20 X 0 0 0 Bonnie Porta Director 0.20 X 0 0 0 Teresa Schulz Director 0.20 X 0 0 0 Casey Prentice Director 0.30 X 0 0 0 Deanna Sherman Director 0.20 X 0 0 0 Stephen deCastro Director 0.10 X 0 0 0 Chris Robinson Director 0.10 X 0 0 0 Glenn Cummings Director 0.20 X 0 0 0 George N Campbell Jr President 12.00 X X 0 0 0 0 0 0 0 0 0 0 0 4646534 1675 4646534 270154 270154 Advancement Services 900099 301655 301655 301655 5218343 301655 0 270154 3581818 3581818 74330 29486 44844 265448 105302 160146 7805 3096 4709 42647 16918 25729 18104 7182 10922 16436 16436 34089 34089 38662 38662 50856 50856 3195 3195 Training 3755 3755 4137145 3581818 308977 246350 3036068 1501776 268542 2522393 23862 23862 0 0 16381511 18199463 40583 136459 19726704 22360091 11747 0 11747 X 522637 538890 5434511 4847571 13769556 16961883 19726704 22348344 19726704 22360091 X 1081198 1567158 -26716 X 0 1 X 1 0 X 1533426 953194 2079243 2867515 4646534 12079912 1533426 953194 2079243 2867515 4646534 12079912 6098269 5981643 278510 337206 461684 320753 270154 1668307 13748219 301655 0.43510 0.36670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16246348 1162680 1831783 1130119 18110692 16169462 1135508 -289821 768801 16246348 19588197 -2571055 -168662 679018 16169462 16992446 512644 2746812 663705 19588197 15660851 161985 1891005 721395 16992446 0.82000 0.18000 1 0 23862 23862 0 0 Beneficial Interest In Char Rem Trust 88771 F UMaine System Investment Pool 18110692 F 18199463 6803175 1567158 17674 1584832 5218343 0 5218343 4181534 44390 44390 4137144 1 1 4137145 Part V, Line 4: ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS, PROFESSORSHIPS AND OPERATIONS. Part XI, Line 2d - Other Adjustments: change in value of beneficial interest 17,674. Part XII, Line 2d - Other Adjustments: Bad debts on pledges 44,390. Part XII, Line 4b - Other Adjustments: Rounding 1. 1 UNIVERSITY OF SOUTHERN MAINE 14 Central St BANGOR ME 04401 016000769 2592911 USM programs & capital projects UNIVERSITY OF SOUTHERN MAINE 14 Central St BANGOR ME 04401 016000769 679001 Endowment income gifted to USM UNIVERSITY OF SOUTHERN MAINE 14 Central St Bangor ME 04401 016000769 309906 Vendor valuation and invoices Donor's gift for the purchase of rare books and maps. Osher Map Library Collection 1 Part I, Line 2: For restricted gifts - an invoicing system is used in accordance with an operating agreement established with the University of Maine System, and consistent with the donor's intentions. For endowment income gifted - the funds are remitted to University of Maine System to be used in accordance with donor agreements. Form 990, Part VI, Section B, line 11b Line 11a explanation - The return is prepared by our outside auditors in conjuction with information provided by the Foundation. The draft return is provided to the Foundation's Finance & Audit Committee for review and discussion. The final draft return is reviewed by the Foundation's finance manager and then provided to the Foundation's Board of Directors for final approval. Form 990, Part VI, Section B, line 12c All officers and directors with voting authority annually complete USM Foundation's code of ethics and conflict of interest agreements. A checklist is maintained tracking all forms received and reviewed for compliance. Form 990, Part VI, Section B, line 15a The University of Maine System reviews and approves the compensation for the President. Form 990, Part VI, Section C, line 19 The Foundation does make its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XI, line 9: Change in value of beneficial interest 17,674. Bad debts on pledges receivable -44,390. USM Foundation Supporting Council 96 Falmouth Street Portland ME 04103 814103942 Educational ME University of Southern Maine Foundation C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0